LPL Financial
Overview
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview: The Vice President (VP) of Institutional Success Management serves as a strategic leader, dedicated to an institutional client that may have both product manufacturing divisions and financial professionals or financial advisors. This VP role sits within LPL’s client success division supporting the institutional channel. The client success organization provides an integrated and consistent experience across primary touchpoints with LPL and helps institutions run thriving businesses. This role will be focused on deepening relationships and delivering added value by increasing client engagement with the full breadth of tools and resources LPL provides. The VP, Success Manager is responsible for deepening the value we provide to key institution clients, taking a proactive consultative approach. Institutional client profiles typically have ~50 advisors with multiple branches across the US. The VP will help develop, support and execute an aligned strategy between firms to drive sales growth and business retention. This individual will build meaningful relationships through a high level of client and internal engagement with the ability to influence and drive smarter, simpler, and more efficient solutions. Lastly, the VP will ideate and execute initiatives within the IS SM department to evolve the broader team’s relationship management and consulting efforts. The successful candidate must possess strategic foresight and be skilled in engaging in high-level strategic discussions with advisors, regional directors, institution executives and LPL home office executives. The candidate should have strong capabilities in operational excellence and execution, problem solving, decision making, and strategic agility. They must understand, utilize, and stay current with industry best practices, financial markets, the regulatory environment, and the competitive landscape to optimize results. Responsibilities
Identify opportunities and create solutions to increase client satisfaction, retention and sales growth Successfully navigate and manage high profile and complex situations Examine trends, develop insights, and create solutions to better support Advisors Manage attrition risk of advisors proactively in partnership with the institution Develop and execute business plan initiatives Partner with conference services to deliver exceptional education, training and conference events What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements
5+ years’ experience in financial services, preferably in a sales and/or client service/relationship management capacity Series 7 and 63 required, additional licenses or designations a plus 5+ years’ experience managing relationships in the institutional space or business-to-business space Ability to travel up to 25% of the time Bachelor’s degree in related field or equivalent experience Core Competencies
Ability to effectively analyze situations and apply solutions to achieve resolution Ability to identify and balance the needs of multiple stakeholders Preferences
High-level strategist experience coupled with the ability to implement methods that drive sales Strong executive presence with the ability to interact with and influence senior leadership Extensive knowledge of the client segment, organization, product, industry, and end customer (financial institutions) Demonstrated knowledge of the financial service industry (LPL platforms), products, and services Company and Benefits
Pay Range: $125,625-$209,375/year. Actual base salary varies based on factors including but not limited to relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. LPL Total Rewards package is designed to support your success at work, at home, and at play, including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. The recruiter can discuss all that LPL has to offer. Company overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. We support over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets for about 7 million Americans. We provide a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services to help advisors and institutions run thriving businesses. Join LPL Financial: Where Your Potential Meets Opportunity. We believe everyone deserves objective financial guidance and offer an integrated platform of technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth with a supportive leadership team. Limitless Career Potential: Your career at LPL has no limits, only potential. Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Impactful Work: Our size enables real impact. Commitment to Equality: We support workplace equality and diverse perspectives. Community Focus: We care for our communities and encourage our employees to do the same. Benefits and Total Rewards: Our package includes a mix of benefits and resources to enhance life at work and home. Join the LPL team and help turn life’s aspirations into financial realities. Please log in or create an account to apply to this position. EOE. Principals only. Information on Interviews: LPL will communicate with applicants from an lplfinancial.com email address and will not conduct interviews online or in a chatroom. LPL will not request payments or banking/credit details during interviews. For questions about the application process, contact the Human Resources Solutions Center at (855) 575-6947.
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What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview: The Vice President (VP) of Institutional Success Management serves as a strategic leader, dedicated to an institutional client that may have both product manufacturing divisions and financial professionals or financial advisors. This VP role sits within LPL’s client success division supporting the institutional channel. The client success organization provides an integrated and consistent experience across primary touchpoints with LPL and helps institutions run thriving businesses. This role will be focused on deepening relationships and delivering added value by increasing client engagement with the full breadth of tools and resources LPL provides. The VP, Success Manager is responsible for deepening the value we provide to key institution clients, taking a proactive consultative approach. Institutional client profiles typically have ~50 advisors with multiple branches across the US. The VP will help develop, support and execute an aligned strategy between firms to drive sales growth and business retention. This individual will build meaningful relationships through a high level of client and internal engagement with the ability to influence and drive smarter, simpler, and more efficient solutions. Lastly, the VP will ideate and execute initiatives within the IS SM department to evolve the broader team’s relationship management and consulting efforts. The successful candidate must possess strategic foresight and be skilled in engaging in high-level strategic discussions with advisors, regional directors, institution executives and LPL home office executives. The candidate should have strong capabilities in operational excellence and execution, problem solving, decision making, and strategic agility. They must understand, utilize, and stay current with industry best practices, financial markets, the regulatory environment, and the competitive landscape to optimize results. Responsibilities
Identify opportunities and create solutions to increase client satisfaction, retention and sales growth Successfully navigate and manage high profile and complex situations Examine trends, develop insights, and create solutions to better support Advisors Manage attrition risk of advisors proactively in partnership with the institution Develop and execute business plan initiatives Partner with conference services to deliver exceptional education, training and conference events What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements
5+ years’ experience in financial services, preferably in a sales and/or client service/relationship management capacity Series 7 and 63 required, additional licenses or designations a plus 5+ years’ experience managing relationships in the institutional space or business-to-business space Ability to travel up to 25% of the time Bachelor’s degree in related field or equivalent experience Core Competencies
Ability to effectively analyze situations and apply solutions to achieve resolution Ability to identify and balance the needs of multiple stakeholders Preferences
High-level strategist experience coupled with the ability to implement methods that drive sales Strong executive presence with the ability to interact with and influence senior leadership Extensive knowledge of the client segment, organization, product, industry, and end customer (financial institutions) Demonstrated knowledge of the financial service industry (LPL platforms), products, and services Company and Benefits
Pay Range: $125,625-$209,375/year. Actual base salary varies based on factors including but not limited to relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. LPL Total Rewards package is designed to support your success at work, at home, and at play, including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. The recruiter can discuss all that LPL has to offer. Company overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. We support over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets for about 7 million Americans. We provide a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services to help advisors and institutions run thriving businesses. Join LPL Financial: Where Your Potential Meets Opportunity. We believe everyone deserves objective financial guidance and offer an integrated platform of technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth with a supportive leadership team. Limitless Career Potential: Your career at LPL has no limits, only potential. Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Impactful Work: Our size enables real impact. Commitment to Equality: We support workplace equality and diverse perspectives. Community Focus: We care for our communities and encourage our employees to do the same. Benefits and Total Rewards: Our package includes a mix of benefits and resources to enhance life at work and home. Join the LPL team and help turn life’s aspirations into financial realities. Please log in or create an account to apply to this position. EOE. Principals only. Information on Interviews: LPL will communicate with applicants from an lplfinancial.com email address and will not conduct interviews online or in a chatroom. LPL will not request payments or banking/credit details during interviews. For questions about the application process, contact the Human Resources Solutions Center at (855) 575-6947.
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